Charity Accountant in Worcester
SORP-compliant accounts, Gift Aid claims, Trustees’ Annual Reports, and Charity Commission submissions for Worcester charities and CICs.
Worcester Charity Accounts, Handled With Care
Charity accounting isn’t just a simplified version of commercial accounting — it’s a completely different framework. SORP compliance, fund accounting, restricted and unrestricted funds, Trustees’ Annual Reports, Gift Aid claims, Charity Commission filing obligations — get any of it wrong and you’re exposed to regulatory risk and potential loss of charitable status.
We look after charities, CICs, and community organisations across Worcester and Worcestershire. SORP-compliant annual accounts, Gift Aid administration, and Charity Commission filing — handled by accountants who understand the sector.
Fixed fees. Fully SORP-compliant. Filed on time.
Worcester Office
Address: 1 Shaw Street, Shaw Mews, Worcester, WR1 3QQ
Phone: 07950 244741
Email: info@severnaccounting.co.uk
Hours: Monday – Friday, 9:00am – 5:30pm
Charity & CIC Services in Worcester
SORP-Compliant Accounts
Annual accounts under Charities SORP or FRS102 — prepared correctly, trustees' report included.
Gift Aid Claims
Gift Aid declaration checking, HMRC claim submission, and ongoing administration.
Trustees' Annual Report
TAR written in plain language that meets Charity Commission requirements.
Charity Commission Filing
Annual return and accounts submitted to the Charity Commission on time.
CIC Accounts & Reports
CIC annual accounts, CIC report, and Companies House filing for Community Interest Companies.
Management Reporting
Quarterly management accounts for trustees — fund reporting, restricted/unrestricted balances, and budget variance.
Who We Help in Worcester
From small community groups to established Worcestershire charities — SORP-compliant accounts, Gift Aid, and Charity Commission filing.
Registered Charities
Whether you're a small charity with a few thousand pounds of income or a larger organisation with complex restricted fund portfolios, your accounts must comply with the Charities SORP. We prepare compliant accounts that trustees can understand. From £750 + VAT.
Community Interest Companies
CICs have different filing requirements to charities — annual accounts, CIC report, and the community interest statement. We handle all of it, on time, to the right standard.
Community Groups & Clubs
Unincorporated associations and clubs often rely on volunteer treasurers with no accounting training. We prepare your year-end accounts, advise on Gift Aid eligibility, and make sure the committee meets its obligations.
Faith Organisations
Church accounts, mosque accounts, and other faith organisation finances have specific characteristics: congregation giving, restricted building funds, Gift Aid on planned giving. We understand the sector.
Arts & Heritage Bodies
Arts charities, museums, and heritage organisations often have complex project funding — multiple restricted grants, trading subsidiary accounts, and Gift Aid on ticket income. We handle the full picture.
Social Enterprises
Trading charities and social enterprises need accounts that properly separate trading activity from charitable activity. We ensure the structure is right and the accounts reflect reality accurately.
How It Works
Three steps from enquiry to sorted. No chasing, no jargon, no stress.
Free Consultation
Call or email us. We'll ask a few questions, understand your situation, and give you a fixed fee — no obligation.
Send Us Your Information
We send you a simple checklist. You collect the figures; we handle everything after that. In person, email, or secure portal — whatever suits you.
We Get It Done
We prepare everything, walk you through the numbers, get your sign-off, and file or submit. You'll always know exactly what's happening.
Meet Your Worcester Accountant
Ali Jaw
FMAAT, BSc Hons • AAT Past President Award 2020 • AAT Branch of the Year 2019
Ali has spent over a decade helping Worcester and Worcestershire businesses stay on top of their obligations — and find every legal pound they can save. Whether you’re just starting out or managing a complex structure, you’ll get straight-talking, no-jargon advice.
As a former AAT Branch President and award winner, Ali brings professional rigour that faceless online services can’t match — combined with the personal touch of someone who actually knows your business.
Clear, Fixed Fees
You’ll know the price before we start. No hourly billing, no bill shock.
Charity Accounts
from £450 + VAT
annual accounts & Trustees' Report
- SORP-compliant accounts
- Trustees' Annual Report
- Charity Commission filing
- Gift Aid claim included
CIC Accounts
from £450 + VAT
annual accounts & CIC report
- CIC annual accounts
- CIC report preparation
- Companies House filing
- Director review meeting
Full Charity Package
POA
ongoing accounting support
- Quarterly management accounts
- Trustee board reporting
- Gift Aid administration
- Independent examination support
Prices confirmed after a free initial consultation. Final fee depends on complexity and transaction volume.
250+
Worcester & Worcestershire clients
99.9%
On-time filing record
£0
In late penalties (ever)
Specialist Charity Accountants for Worcester & Worcestershire
Worcestershire has an active third sector — registered charities, community interest companies, faith organisations, arts and heritage bodies, and community sports groups, many of them based in and around Worcester city. From large county charities with significant restricted fund portfolios to small community groups with voluntary treasurers and limited accounting resource, we work across the full range.
SORP-compliant accounts are a regulatory requirement for most charities, not an option. The Charities SORP sets out how income and expenditure must be presented, how funds must be disclosed, and how the Trustees’ Annual Report must be written. For CICs, the requirements are different again. We prepare accounts that meet the relevant standard — and that trustees can actually understand.
Gift Aid is one of the most underutilised reliefs in the charity sector. Many small Worcester charities don’t claim it at all; others claim it incorrectly. We set up a proper Gift Aid process, check declarations are in order, and file claims that hold up to HMRC scrutiny. The additional income can be significant.
Areas We Cover from Worcester
Not listed? Get in touch — we work with clients across the wider West Midlands region.
Frequently Asked Questions
Common questions about charity and CIC accounting in Worcester.
How much do charity accounts cost in Worcester?
Charity annual accounts start from £450 + VAT at Severn Accounting. The exact fee depends on the size and complexity of the charity, the number of restricted funds, and whether an independent examination is required. We always quote a fixed fee upfront.
Can I meet to discuss our charity accounts at your Worcester office?
Yes. Our Worcester office at 1 Shaw Street, Shaw Mews, WR1 3QQ is available for trustee meetings and face-to-face discussions. We also work remotely with many committees and boards via video call.
What is SORP and does our charity need to follow it?
The Charities Statement of Recommended Practice (SORP) sets out how charities should prepare their accounts — how income and expenditure are recognised, how funds are disclosed, and what goes in the Trustees’ Annual Report. Most registered charities must follow it. We prepare accounts to the correct standard.
Can you help us claim Gift Aid for our Worcester charity?
Yes. Gift Aid allows charities to reclaim 25p for every £1 donated by UK taxpayers. We check that your Gift Aid declarations are in order, calculate the claim, and submit to HMRC. Many smaller charities are leaving significant income unclaimed by not doing this properly.
What is an independent examination for a charity?
Charities with income between £25,000 and £1 million are usually required to have their accounts independently examined rather than audited. An independent examiner reviews the accounts and provides a report for the Charity Commission submission. We can provide this service for eligible charities.
Do you prepare accounts for Community Interest Companies (CICs)?
Yes. CICs have different requirements to charities — annual accounts, a CIC report, and the community interest statement, all filed with Companies House. We handle CIC accounts with the same care as charity accounts.
What happens if we file our charity accounts late with the Charity Commission?
The Charity Commission publishes a late filing record on your charity’s public profile, which can affect donor confidence. For charities with income over £25,000, late filing is also a regulatory breach. We file well ahead of the deadline to make sure this never happens.
Can you help a new charity or CIC get set up?
Yes. We help new organisations decide between charity and CIC status, assist with registration, and set up the financial controls and record-keeping systems needed from day one. Getting the foundations right avoids much larger problems later.
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Learn moreGet Your Charity Accounts Done Right
SORP-compliant accounts, Gift Aid claimed, Charity Commission filing handled. Fixed fees, no jargon.
1 Shaw Street, Shaw Mews, Worcester, WR1 3QQ · Mon–Fri 9am–5:30pm